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Howard Capital Management Group’s Hershey HSY Stock Holding History

Howard Capital Management Group’s Portfolio HSY Stock Details HSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-88,864
Closed -$17.3M – 128
2024
Q1 		$17.3M Buy
88,864
+2,145
+2% +$414K 1.33% 30
2023
Q4 		$16.2M Buy
86,719
+1,907
+2% +$361K 1.4% 29
2023
Q3 		$17M Buy
84,812
+1,997
+2% +$447K 1.64% 27
2023
Q2 		$20.7M Buy
82,815
+160
+0.2% +$42K 1.93% 24
2023
Q1 		$21M Buy
82,655
+325
+0.4% +$76.4K 2.22% 22
2022
Q4 		$19.1M Buy
82,330
+140
+0.2% +$32.3K 2.29% 22
2022
Q3 		$18.1M Sell
82,190
-405
-0.5% -$90.8K 2.29% 21
2022
Q2 		$17.8M Buy
+82,595
New +$18M 2.09% 23

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Howard Capital Management Group's HSY Position: Q2 2024 in Review

Howard Capital Management Group sold out of Hershey (HSY) in Q2 2024, closing a stake of 88,864 shares — an estimated $17.3M sold.

Howard Capital Management Group first reported a position in HSY in Q2 2022 and held it in 8 quarters. The position peaked at $21M in Q1 2023. 1,383 funds tracked by Wall St. Rank hold HSY as of Q2 2024.

  • Howard Capital Management Group reported no remaining Hershey position as of Q2 2024 after selling out during the quarter.
  • Howard Capital Management Group sold 88,864 Hershey shares in Q2 2024, an estimated $17.3M.
  • Howard Capital Management Group first reported a position in Hershey in Q2 2022 and held it in 8 quarters.
  • Howard Capital Management Group's Hershey position peaked at $21M in Q1 2023.
  • 1,383 funds tracked by Wall St. Rank held Hershey as of Q2 2024.

Based on Howard Capital Management Group's 13F filing for Q2 2024, filed 16 Jul 2024.